LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,301,157 | +5.0% | 313,804 | +5.5% | 2.30% | +3.1% |
| Q1 2024 | $8,855,613 | +9.2% | 297,368 | +1.5% | 2.23% | +1.5% |
| Q4 2023 | $8,107,506 | +2.5% | 293,113 | +1.0% | 2.20% | -5.9% |
| Q3 2023 | $7,912,515 | +0.8% | 290,261 | +0.5% | 2.33% | +4.0% |
| Q2 2023 | $7,851,738 | +2.5% | 288,773 | +1.6% | 2.24% | -2.7% |
| Q1 2023 | $7,661,061 | +5.8% | 284,164 | +0.3% | 2.30% | +1.5% |
| Q4 2022 | $7,237,983 | +9.2% | 283,287 | +3.1% | 2.27% | +3.0% |
| Q3 2022 | $6,627,000 | – | 274,750 | – | 2.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boyce & Associates Wealth Consulting, Inc. | 160,133 | $4,746,328 | 5.58% |
| Cedar Mountain Advisors, LLC | 313,804 | $9,301,157 | 2.30% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 98,513 | $2,920,000 | 1.98% |
| Insight Wealth Strategies, LLC | 437,817 | $12,976,890 | 1.85% |
| GG Group Ventures, LLC | 44,727 | $1,327,945 | 1.84% |
| Trademark Financial Management, LLC | 34,587 | $1,025,159 | 0.84% |
| Montis Financial, LLC | 60,378 | $1,789,604 | 0.82% |
| Smart Money Group LLC | 74,333 | $2,275,324 | 0.81% |
| GREAT VALLEY ADVISOR GROUP, INC. | 840,386 | $24,909,007 | 0.70% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 54,088 | $1,603,168 | 0.66% |